Comfort Systems USA Inc (FIX)vsJacobs Solutions Inc. (J)
FIX
Comfort Systems USA Inc
$964.94
-11.58%
INDUSTRIALS · Cap: $43.38B
J
Jacobs Solutions Inc.
$147.54
-7.85%
INDUSTRIALS · Cap: $17.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 13% more annual revenue ($14.22B vs $12.54B). FIX leads profitability with a 13.0% profit margin vs 2.4%. FIX appears more attractively valued with a PEG of 0.38. FIX earns a higher WallStSmart Score of 76/100 (B+).
FIX
Strong Buy76
out of 100
Grade: B+
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FIX.
Margin of Safety
-80.1%
Fair Value
$79.06
Current Price
$147.54
$68.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 49 in profit
Revenue surging 53.7% year-over-year
Earnings expanding 68.6% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FIX
The strongest argument for FIX centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 53.7% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : FIX
The primary concerns for FIX are P/E Ratio, Price/Book.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
FIX profiles as a growth stock while J is a hypergrowth play — different risk/reward profiles.
FIX carries more volatility with a beta of 1.66 — expect wider price swings.
FIX is growing revenue faster at 53.7% — sustainability is the question.
FIX generates stronger free cash flow (800M), providing more financial flexibility.
Bottom Line
FIX scores higher overall (76/100 vs 54/100) and 53.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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